Address

2614 19th Street South
Birmingham, AL 35209

Contact

Phone: 205.949.6040

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Birmingham

Our longstanding commitment to excellence stands true in Birmingham, AL. With a values-based approach, our advisors provide investment support and guidance that best support your goals. By partnering with your local CAPTRUST team, you’ll experience firsthand the undeniable benefits of our advising services. We can’t wait to show you why our clients put trust in us for their financial needs.

Our Team

Phillip C. Anderson

Principal,
Financial Advisor

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Caty S. Bragg

Vice President,
Financial Advisor

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Kim M. Elliott

Senior Financial Advisor

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Alex Gast

Financial Advisor / Relationship Manager

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Brandy B. Hydrick

Principal,
Financial Planning

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We believe it’s important to meet clients where they are. Understanding what a client values and helping them align their financial actions with their goals is at the center of our client experience. Whether it be an individual or family needing holistic financial planning, or an institutional client needing investment and retirement consulting, we can help. As your trusted partner, our goal is to make the complex simple and allow you the freedom and time to pursue your priorities and what matters to you most.

Paul Owen